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GREEN RECEPTIONISTCLIENT INTAKE FORM

Please fill out this form to the best of your ability. Once completed, a representative will contact you to review the information to ensure we have everything 100% to your satisfaction.

Business Name*

Business Phone*

Is this a Cell Phone?

Yes

If yes, who is your carrier?

Business Address*

Business City*

Business State*

Business Zip*

Primary Contact Name*

Primary Contact Phone Number*

If this is a cell and different from the business number please provide your cell phone carrier name

Primary Contact Email Address*

Please provide a brief description of your business product and services offerings*

Please provide your hours of operations*

We typically suggest that our receptionist use the following script when we answer calls. Please make any changes you want or provide us with your own script to follow: “Thank you for calling NAME OF BUSINESS, this is NAME OF RECEPTIONIST, how may I help you today?”

Prior to transferring a call or taking a message, what questions if any would you like us to ask the client? For example, “How did you hear about us”? Please list any additional information questions below:

How would you like us to notify you. Please select all that apply:

Call first to see if I am available!

Text

Email

Other, please explain

If you are not taking calls or unavailable, when would you like us to tell them you will return their calls?

As soon as you are available?

During a set time? (Please provide the hours you will call the client back)